SCH

Sylebra Capital (HK) Portfolio holdings

AUM $1.88B
1-Year Est. Return 19.73%
This Quarter Est. Return
1 Year Est. Return
+19.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$24.6M
3
+$14.2M
4
HIMX
Himax Technologies
HIMX
+$11.9M
5
SEDG icon
SolarEdge
SEDG
+$10.4M

Top Sells

1
+$106M
2
+$76.2M
3
+$26.8M
4
QIWI
QIWI PLC
QIWI
+$944K
5
MOBL
MobileIron, Inc.
MOBL
+$665K

Sector Composition

1 Technology 38.91%
2 Consumer Discretionary 32.33%
3 Communication Services 17.31%
4 Industrials 5.17%
5 Consumer Staples 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$174M 15.27%
1,352,788
-209,087
2
$173M 15.18%
3,442,007
-1,519,584
3
$160M 14.12%
10,938,773
+33,295
4
$158M 13.88%
1,498,341
-1,008,203
5
$92.3M 8.12%
8,192,590
+18,978
6
$58.8M 5.17%
4,013,795
-64,499
7
$55.2M 4.86%
541,100
+240,847
8
$40M 3.52%
5,642,114
+1,052
9
$36.6M 3.22%
345,670
+1,051
10
$34.1M 3%
+984,020
11
$31.2M 2.75%
1,810,980
+602,551
12
$27.6M 2.43%
1,169,386
+2,876
13
$24.9M 2.19%
523,213
+298,558
14
$23.2M 2.04%
659,527
+2,006
15
$16.4M 1.44%
140,335
+2,118
16
$12.6M 1.11%
230,239
17
$11.9M 1.05%
+1,390,651
18
$4.41M 0.39%
821,886
19
$2.01M 0.18%
732,269
-241,628
20
$925K 0.08%
+25,000
21
– –
-9,524
22
– –
-20,000